Kayne Anderson Capital Advisors LP Invests $1.66 Million in BWX Technologies, Inc. $BWXT

Kayne Anderson Capital Advisors LP acquired a new position in shares of BWX Technologies, Inc. (NYSE:BWXT) in the second quarter, according to its most recent Form 13F filing with the SEC. The firm acquired 8,536 shares of the technology company’s stock, valued at approximately $1,662,000.

Other large investors also recently bought and sold shares of the company. MGO One Seven LLC lifted its holdings in shares of BWX Technologies by 354.7% in the 4th quarter. MGO One Seven LLC now owns 17,695 shares of the technology company’s stock worth $3,058,000 after acquiring an additional 13,803 shares during the last quarter. M.D. Sass LLC acquired a new stake in BWX Technologies in the 2nd quarter valued at approximately $2,619,000. Intech Investment Management LLC increased its holdings in BWX Technologies by 22.7% in the 4th quarter. Intech Investment Management LLC now owns 32,668 shares of the technology company’s stock valued at $5,646,000 after purchasing an additional 6,053 shares during the last quarter. Ranger Investment Management L.P. purchased a new stake in BWX Technologies in the first quarter valued at approximately $11,991,000. Finally, Mizuho Markets Americas LLC purchased a new stake in BWX Technologies in the fourth quarter valued at approximately $36,097,000. Institutional investors and hedge funds own 94.39% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of research analysts have commented on the company. Seaport Research Partners upgraded BWX Technologies from a “neutral” rating to a “buy” rating and set a $245.00 price target on the stock in a research note on Monday, June 22nd. JPMorgan Chase & Co. assumed coverage on BWX Technologies in a research note on Monday, July 27th. They issued an “overweight” rating and a $230.00 price objective for the company. Weiss Ratings upgraded BWX Technologies from a “hold (c+)” rating to a “buy (b-)” rating in a report on Wednesday, August 12th. Deutsche Bank Aktiengesellschaft raised BWX Technologies from a “hold” rating to a “buy” rating and increased their target price for the stock from $205.00 to $255.00 in a research note on Friday, May 15th. Finally, BTIG Research restated a “buy” rating and set a $235.00 target price on shares of BWX Technologies in a report on Tuesday, August 4th. Two equities research analysts have rated the stock with a Strong Buy rating, nine have given a Buy rating, three have issued a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, the company has an average rating of “Moderate Buy” and a consensus target price of $227.20.

Insider Activity at BWX Technologies

In related news, CEO Rex D. Geveden sold 10,000 shares of the business’s stock in a transaction on Wednesday, August 12th. The shares were sold at an average price of $172.50, for a total transaction of $1,725,000.00. Following the completion of the transaction, the chief executive officer owned 192,491 shares in the company, valued at approximately $33,204,697.50. The trade was a 4.94% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 0.60% of the company’s stock.

BWX Technologies Stock Down 3.4%

BWXT stock opened at $156.71 on Friday. The company’s 50 day moving average price is $181.44 and its 200 day moving average price is $197.69. The firm has a market capitalization of $14.36 billion, a price-to-earnings ratio of 40.60, a PEG ratio of 2.54 and a beta of 0.76. BWX Technologies, Inc. has a fifty-two week low of $154.59 and a fifty-two week high of $241.82. The company has a debt-to-equity ratio of 1.51, a quick ratio of 2.33 and a current ratio of 2.40.

BWX Technologies (NYSE:BWXT) last issued its quarterly earnings results on Monday, August 3rd. The technology company reported $1.07 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.04 by $0.03. BWX Technologies had a net margin of 10.11% and a return on equity of 30.83%. The company had revenue of $901.62 million during the quarter, compared to the consensus estimate of $902.41 million. During the same quarter in the previous year, the firm earned $1.02 earnings per share. The firm’s quarterly revenue was up 18.0% on a year-over-year basis. BWX Technologies has set its FY 2026 guidance at 4.700-4.800 EPS. On average, equities research analysts anticipate that BWX Technologies, Inc. will post 4.75 EPS for the current fiscal year.

BWX Technologies Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Friday, September 4th. Stockholders of record on Tuesday, August 18th will be given a dividend of $0.27 per share. This represents a $1.08 annualized dividend and a dividend yield of 0.7%. The ex-dividend date of this dividend is Tuesday, August 18th. BWX Technologies’s payout ratio is 27.98%.

BWX Technologies Profile

BWX Technologies, Inc (NYSE: BWXT) is a specialized supplier of nuclear components and services, primarily serving the U.S. government and commercial markets. The company’s core expertise lies in the design, fabrication and servicing of nuclear propulsion systems for the U.S. Navy, where it supports the maintenance and overhaul of naval nuclear reactors. In addition to defense applications, BWXT develops small modular reactors (SMRs), nuclear fuel and related technologies for non‐defense power generation, offering scalable solutions to meet evolving energy and industrial demands.

Beyond propulsion and power systems, BWXT is a leading producer of medical radioisotopes used in diagnostic imaging and cancer treatment.